-5.4%
RKT vs IBB
+39.3%
-44.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -9.0% | -0.5% | -8.4% | -8.4% |
| 30D | +30.2% | +4.6% | +25.6% | +24.2% |
| 3M | -8.8% | +6.8% | -15.7% | -15.6% |
| 6M | -0.9% | +23.1% | -24.0% | -21.2% |
| YTD | -29.2% | +26.0% | -55.2% | -45.1% |
| 1Y | -20.1% | +30.4% | -50.4% | -40.2% |
| 3Y | +81.3% | +85.4% | -4.1% | -8.7% |
| All | -5.4% | +39.3% | -44.7% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling